Value Proposition: CFO Outsource Services

The Cecere Group can provide strategic or tactical guidance for firms in Service Industries where the need for a CFO presence is less than a full-time requirement.  Although all stakeholders will benefit from the value a CFO brings, the perspective will differ between internal and external stakeholders.

Internal Stakeholders may include founders, senior leadership team, and the broader employee population.   We can provide financial direction and management of all critical finance functions to include accounting, treasury, and tax.  We can develop targeted management reporting and financial analysis designed to flag problem areas and identify opportunities.  We can create financial models for use in forecasting expected bottom line results and serve as a foundation in a flexible budget.  We can also interact directly with third parties such as auditors, government examiners, or financial institution on your behalf.

External Stakeholders may include any 3rd party that has an interest in the financial condition or well-being of the company such as investors, bankers, creditors, auditors, and in certain cases may include the client base. External stakeholders will gain comfort from a heightened level of diligence applied to financial activities and an enhanced level of reliable financial information.  We can advise on enhancements to procedures, standard process, and the control environment to add credibility to financial information issued by the organization to external stakeholders.

CFO Outsource Expertise

Value Proposition: Consulting & Projects

The Cecere Group can help asset managers, service providers, and asset owners with the operational challenges they face to streamline their operations, manage costs, and mitigate risk 

Asset Managers:  We can help asset managers strengthen and enhance elements of their operational model, which can include revisions to current operating processes or outsourcing operational functions to asset servicers and establishing the necessary oversight procedures and controls.  We can also assist with client service operations, reporting, and establishing related operating procedures and controls. 

Service Providers:  We can assist service providers with implementation of client requirements including operational outsourcing migrations, operational platform integrations, or other unique project requirements.    

 

 

 

Asset Owners:  We can assist asset owners to establish oversight procedures and controls over services received from asset managers and service providers.  We can also assist to define reporting requirements and operational best practices guidelines for asset managers and asset servicers to follow.

Consulting & Project Expertise

Testimonials

“…Bob was very effective in his role as lead US and Canadian consultant and SME. He has a thorough understanding of the institutional asset management business and was able to apply his knowledge to our specific situation in our middle office outsource project. He provided reliable and timely advice on a range of issues from private investment funds to commercial rate card considerations through his real-life perspective of an asset manager CFO/COO.”
Pete Andrews
Head of North American Operations, BMO Global Asset Management
“…Bob is a very experienced senior investment operations consultant who approaches issues with the perspective of an asset management CFO/COO. His strong financial skills and in-depth knowledge of the asset management industry, from retail mutual funds to complex offshore institutional investment vehicles, places Bob in a unique position to add value on any number of fronts. Bob is a great adviser where I have and continue to leverage his practical business expertise in building wealth management platforms. Still using Bob today from Dubai when I need assistance on developments in the US Funds markets!”
Paul Gyra
Managing Partner, Thompson Family Office
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